{"id":35401,"date":"2023-02-03T18:12:31","date_gmt":"2023-02-03T17:12:31","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=35401"},"modified":"2026-02-04T12:28:11","modified_gmt":"2026-02-04T11:28:11","slug":"caracteristicas-de-investglass","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/es\/investglass-features\/","title":{"rendered":"Caracter\u00edsticas de InvestGlass"},"content":{"rendered":"<h1><span class=\"ez-toc-section\" id=\"InvestGlass_Features\"><\/span>InvestGlass Features<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<div>\n<p>The Swiss Automation platform made for sales and compliance. Everything teams need to collect leads, engage sales, manage investment, and automate tasks.<\/p>\n<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Sign up for free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"\/investglass-pricing\/\">See pricing<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/careers-hero-01-bg-06.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/careers-hero-04-bg-06.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/careers-hero-08-bg-06.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/careers-hero-06-bg-06.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/careers-hero-03-bg-06.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/careers-hero-07-bg-06.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/careers-hero-02-bg-06.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/careers-hero-05-bg-06.png\" alt=\"\"><\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/investglass-digitalonboarding-icon.png\" alt=\"Digital onboarding\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Digital_onboarding\"><\/span>Digital onboarding<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Collect new leads, introducing new customers to digital products or services.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/investglass-flexiblecrm-icon.png\" alt=\"Flexible CRM\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Customer_relationship_management_CRM\"><\/span>Customer relationship management (CRM)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Organize and optimize your customer interactions in order to maximize customer satisfaction and retention. <\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/investglass-portfoliomanagement-icon.png\" alt=\"Portfolio management and Invoice\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Portfolio_management_system\"><\/span>Portfolio management system<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Streamline your investment &#8211; banking operations by providing real-time insights into customer data, enabling them to make informed decisions quickly and accurately. <\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/investglass-automatedpublishing-icon.png\" alt=\"Publishing\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Publication_scheduler\"><\/span>Publication scheduler<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Plan and schedule the release of quarterly report, invoices in an efficient, consistent manner.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/investglass-fidleg-icon.png\" alt=\"FIDLEG and MIFID\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"MIFID_LSFIN_BASEL\"><\/span>MIFID \/ LSFIN \/ BASEL<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>By leveraging cutting-edge analytics, the solution is able to quickly identify issues and potential non-compliance before they become an issue for your business. <\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/investglass-campaign-icon.png\" alt=\"Campaign\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Campaign\"><\/span>Campaign<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Tracking and reporting across all channels for easy review. Customize segmentation of audiences by demographic and other factors for delivering the right message.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/investglass-portal-icon.png\" alt=\"Client portal\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Client_portal\"><\/span>Client portal<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Improved communication between clients and businesses and ease access to documents, invoices and other important information.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/investglass-automation-icon.png\" alt=\"Automation\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Automation_Approval_process\"><\/span>Automation &#038; Approval process<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div>Automation, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/sales-tools\/\" target=\"_blank\"  rel=\"noopener\" title=\"Approval process\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5044\">Approval process<\/a> and Robotic Process Automation (RPA) helps businesses to become more efficient, reduce costs and remain competitive in the ever-changing market. <\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_does_InvestGlass_look_like\"><\/span>What does InvestGlass look like?<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Calendar-2024.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Model-2024.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ESG-2024.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Reporting-2024.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ApprovalChain-2024-1.png\" alt=\"\"><\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"image_size\":\"width-1-1\",\"image_width\":\"2560\",\"media_visibility\":\"m\",\"padding_bottom\":\"large\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"small\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"InvestGlass Features\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"text_align\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>The Swiss Automation platform made for sales and compliance. 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--><\/p>\n","protected":false},"excerpt":{"rendered":"<p>InvestGlass Features The Swiss Automation platform made for sales and compliance. Everything teams need to collect leads, engage sales, manage investment, and automate tasks. Sign up for free See pricing Digital onboarding Collect new leads, introducing new customers to digital products or services. Customer relationship management (CRM) Organize and optimize your customer interactions in order [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-35401","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>InvestGlass Features | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore the powerful features of InvestGlass CRM. 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